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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,334 | $58,600+178.7% | $83,327+96.0% | $64,173+154.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -18.64% | 9.66%-28.3pp | 10.64%-29.3pp | 7.63%-26.3pp |
| Employer contribution / active EE | $9,402 | $2,098+348.1% | $3,379+178.3% | $2,381+294.9% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,594 | $9,282-7.4% | $7,540+14.0% | $4,887+75.8% |